slides · global inventory
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Matching slides 79,264
Current window 65,341-65,370
Pages 2,643
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65,341-65,370 of 79,264
193
Part of a Lazard activist deck, page 174.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
194
The slide uses grouped bar charts to compare financial metrics across five cable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
195
Includes pro forma note for TWC and CMCSA figures.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
199
Part of a larger document (page 177).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
200
This slide serves as a detailed financial narrative supporting a capital allocation argument.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
203
Includes detailed footnotes regarding credit rating agency comments and cross-guarantees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
204
Includes detailed credit metrics for TWX consolidated, TWX ex-TWC, and TWC, along with sensitivity analysis for incremental debt capacity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
207
The slide uses two line charts to contrast bondholder returns against shareholder returns, supporting an activist argument regarding capital allocation.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
209
Contains two exhibits: 3.9 (Comparable Spreads) and 3.10 (Investment Grade Debt Issuance).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
211
Includes detailed footnotes regarding pro forma adjustments for Adelphia/Comcast transactions and shareholder litigation settlements.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
212
Includes two exhibits: debt maturity profile and net debt/OIBDA peer comparison.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
213
Includes credit ratings from Moody's and S&P for each entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
214
The slide uses a comparative table/list structure to show that peers have been more active in returning capital to shareholders.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
215
The slide uses two exhibits to argue that Time Warner's capital allocation (specifically buybacks) has been historically ineffective compared to peers and in its own past performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
216
This is a text-heavy slide from an activist investor presentation (Lazard) critiquing Time Warner's capital allocation strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
217
Includes a line chart showing spread volatility over time and a detailed table comparing credit ratings, yields, and outstanding debt for Time Warner, Disney, News Corp, and Viacom.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
218
Includes detailed credit statistics for TWX Consolidated, TWX (ex. TWC), and TWC, plus cumulative incremental debt capacity scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
219
Includes two line charts comparing Management Repurchase Plan vs $20.0b Repurchase Plan.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
220
Part of a larger activist deck (Chapter 3). Mentions a future Chapter 4 for valuation details.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
221
Includes two exhibits: a table comparing accretion/dilution and a bar chart comparing FCF per share over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
222
Includes detailed footnotes regarding methodology and assumptions for TWX and peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
223
The slide uses a comparison table to justify capital allocation towards share buybacks rather than M&A.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
224
The slide argues that restructuring into separate entities allows for higher aggregate debt capacity than the consolidated entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
225
The slide provides a valuation table for non-core assets and discusses the feasibility of a $20B share repurchase program.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
226
Chapter 3: Financial Strategy and Debt CapacityTime Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
227
This slide outlines a specific capital allocation strategy (debt vs. dividend) for a standalone entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
229
Includes detailed footnotes regarding interest rates, tax rates, and debt adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
230
Includes detailed footnotes regarding debt adjustments and credit ratings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
231
Page 209 from a Lazard financial strategy document.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
232
Includes a detailed table of considerations for the financial strategy and a footnote explaining specific debt and liability calculations.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit